Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$386,058
+$13,521 QoQ
Shares Held
1,133
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,499
of 2,131 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $7,003,575 across 3 Insurance - Property & Casualty names. CB ranks #3 (5.5% of the industry book) .
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,058 | 1,133 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $372,537 | 1,143 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $338,650 | 1,085 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $221,848 | 786 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $243,654 | 841 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $244,913 | 811 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $224,355 | 812 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $233,307 | 809 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $278,547 | 1,092 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $291,779 | 1,126 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $313,010 | 1,385 | Shares | Sole | 2024-01-30 | |
| 2020-03-31 | $1,716,563 | 15,369 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||